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Disclosery

Sandro Wealth Management LLC: SRE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sandro Wealth Management LLC on SRE, newest first. How the timeline and the estimate are built.

Sandro Wealth Management LLC held 2,439 SRE shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,439 shares
    Change vs previous 13F +310 shares

    0.16% of the 13F portfolio, value $226,137.

    13F-HR 0001951757-26-001125 filed by Sandro Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,129 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $206,894.

    13F-HR 0001951757-26-000678 filed by Sandro Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).